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What this page is: Delvantic's full research page for Jabil Inc. (JBL) — AI-driven forensic equity research: mechanical valuation models (DCF, EPV, anchored-PE, scenario) plus three independent AI lenses (Quality / Value / Sentiment). Everything below is rendered server-side; you are not missing content that requires JavaScript. All scores are predictions and research opinions, not financial advice.
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profile-header/price-overview— company profile, live quote, market capextended-analysis— the core: three AI lens reads with findings, scores, and the analyst memofuture-predictions— our forward price-band predictionsmarket-narrative/ai-findings/gpt-critique— narrative context, cross-model findings, and an adversarial critique of our own analysis (near the end of the document)- Members-only sections (render as login gates for anonymous readers):
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Jabil Inc.
JBL NYSEJabil Inc. is a global manufacturing services and solutions company that provides engineering, production, and supply chain capabilities to customers across multiple industries. The company focuses on delivering comprehensive electronics design, manufacturing, and product management services, helping brands bring complex products to market efficiently and at scale. Jabil operates through segments such as Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce, serving areas including automotive, healthcare, renewables, cloud, data centers, communications, robotics, and warehouse automation. Its role in the market centers on acting as a strategic partner for leading technology and industrial companies, offering end-to-end solutions from design and prototyping through volume manufacturing and logistics. Headquartered in Saint Petersburg, Florida, and operating across numerous countries, Jabil plays a significant role in global supply chains by integrating engineering expertise with advanced manufacturing and broad geographic reach.
Earnings Schedule
Checked daily · calendar updated Aug 13| Print date | EPS est. | EPS actual | Revenue est. | Revenue actual |
|---|---|---|---|---|
| Jul 27, 2026 | $1.54 | $1.69 +9.7% | — | — |
| Jun 17, 2026 | $3.12 | $3.16 +1.3% | — | — |
| Mar 26, 2026 | $2.18 | $2.23 +2.3% | — | — |
| Mar 18, 2026 | $2.51 | $2.69 +7.2% | — | — |
Green = beat the estimate, red = missed. An earnings print is the fastest way a thesis changes — our designations should be re-read after each one.
Recent SEC Filings
| Filed | Form | Document |
|---|---|---|
| Aug 5, 2026 | 4 | View |
| Jul 21, 2026 | 4 | View |
| Jul 17, 2026 | 4 | View |
| Jul 15, 2026 | 144 | View |
| Jul 8, 2026 | 4 | View |
| Jul 6, 2026 | 144 | View |
| Jul 2, 2026 | S-3ASR | View |
| Jun 30, 2026 | 10-Q | View |
| Jun 17, 2026 | 8-K | View |
| May 26, 2026 | SD | View |
| May 4, 2026 | 4 | View |
| Apr 30, 2026 | 144 | View |
Filings link to the SEC’s EDGAR system. Annual/quarterly reports (10-K, 10-Q, 20-F) carry the full story; 8-K/6-K current reports are the fastest signal that something material happened.
Price Overview
Last updated: Aug 13, 2026 2:48pm (just now)Price History (1 Year)
Revenue & Net Income Trend
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
EPS (Diluted): 5.92
Total Equity: $1.52B
Shares: 110,900,000
Total Debt: $2.89B
Cash: $1.93B
EBITDA: $1.86B
Total Debt: $2.89B
Cash: $1.93B
Revenue: $29.80B
Revenue: $29.80B
Revenue: $29.80B
Total Equity: $1.52B
Tax Rate: 26.3%
Equity: $1.52B
Total Debt: $2.89B
Cash: $1.93B
Current Liabilities: $13.71B
Long-Term Debt: $2.39B
Total Debt: $2.89B
Total Equity: $1.52B
Shares: 110,900,000
Shares: 110,900,000
CapEx: -$468.00M
Shares: 110,900,000
Stock Price: $366.16
Net Income: $657.00M
Income Statement (Annual)
Last updated: Aug 13, 2026 2:48pm (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $29.3B | $33.5B | $34.7B | $28.9B | $29.8B |
| Cost of Revenue | $26.9B | $30.8B | $31.8B | $26.2B | $27.2B |
| Gross Profit | $2.4B | $2.6B | $2.9B | $2.7B | $2.6B |
| Operating Expenses | $1.3B | $1.2B | $1.3B | $663.0M | $1.5B |
| Operating Income | $1.1B | $1.4B | $1.5B | $2.0B | $1.2B |
| Net Income | $696.0M | $996.0M | $818.0M | $1.4B | $657.0M |
| EBITDA | $1.9B | $2.3B | $2.5B | $2.7B | $1.9B |
| EPS | $4.69 | $7.06 | $6.15 | $11.34 | $6.00 |
| EPS (Diluted) | $4.58 | $6.90 | $6.02 | $11.17 | $5.92 |
Balance Sheet (Annual)
Last updated: Aug 13, 2026 2:48pm (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $1.6B | $1.5B | $1.8B | $2.2B | $1.9B |
| Total Current Assets | $10.9B | $13.9B | $14.7B | $12.8B | $13.7B |
| Total Assets | $16.7B | $19.7B | $19.4B | $17.4B | $18.5B |
| Current Liabilities | $10.7B | $13.7B | $12.7B | $11.8B | $13.7B |
| Long-Term Debt | $2.9B | $2.6B | $2.9B | $2.9B | $2.4B |
| Total Liabilities | $14.5B | $17.3B | $16.6B | $15.6B | $17.0B |
| Total Equity | $2.1B | $2.5B | $2.9B | $1.7B | $1.5B |
| Retained Earnings | $2.7B | $3.6B | $4.4B | $5.8B | $6.4B |
Cash Flow (Annual)
Last updated: Aug 13, 2026 2:48pm (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | $1.4B | $1.7B | $1.7B | $1.7B | $1.6B |
| Capital Expenditure | -$1.2B | -$1.4B | -$1.0B | -$784.0M | -$468.0M |
| Free Cash Flow | $274.0M | $266.0M | $704.0M | $932.0M | $1.2B |
| Acquisitions (net) | -$50.0M | -$18.0M | -$29.0M | -$90.0M | -$392.0M |
| Net Debt Issued / (Repaid) | — | — | — | — | — |
| Dividends Paid | -$50.0M | -$48.0M | -$45.0M | -$42.0M | -$36.0M |
| Stock Buybacks | -$428.0M | -$696.0M | -$487.0M | -$2.5B | -$1.0B |
| Net Change in Cash | $173.0M | -$89.0M | $326.0M | $397.0M | -$268.0M |
Growth Trends (YoY %)
Last updated: Aug 13, 2026 2:48pm (just now)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +14.3% | +3.7% | -16.8% | +3.2% |
| Gross Profit Growth | +11.6% | +8.9% | -6.7% | -1.1% |
| Operating Income Growth | +32.0% | +10.3% | +31.0% | -41.3% |
| Net Income Growth | +43.1% | -17.9% | +69.7% | -52.7% |
| EBITDA Growth | +20.0% | +6.2% | +10.1% | -31.5% |
Dividend History (Last 20)
Last updated: Aug 9, 2026 8:07pm (3d ago)| Date | Dividend | Declaration | Record | Payment |
|---|---|---|---|---|
| 2026-05-15 | $0.08 | — | — | — |
| 2026-02-17 | $0.08 | — | — | — |
| 2025-11-17 | $0.08 | — | — | — |
| 2025-08-15 | $0.08 | — | — | — |
| 2025-05-15 | $0.08 | — | — | — |
| 2025-02-18 | $0.08 | — | — | — |
| 2024-11-15 | $0.08 | — | — | — |
| 2024-08-15 | $0.08 | — | — | — |
| 2024-05-14 | $0.08 | — | — | — |
| 2024-02-14 | $0.08 | — | — | — |
| 2023-11-14 | $0.08 | — | — | — |
| 2023-08-14 | $0.08 | — | — | — |
| 2023-05-12 | $0.08 | — | — | — |
| 2023-02-14 | $0.08 | — | — | — |
| 2022-11-14 | $0.08 | — | — | — |
| 2022-08-12 | $0.08 | — | — | — |
| 2022-05-13 | $0.08 | — | — | — |
| 2022-02-14 | $0.08 | — | — | — |
| 2021-11-12 | $0.08 | — | — | — |
| 2021-08-12 | $0.08 | — | — | — |
Insider Trading (Recent)
All SEC Form 4 codes
- P Purchase
- Open-market or private purchase of shares.
- S Sale
- Open-market or private sale of shares.
- A Award / grant
- Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
- D Return to issuer
- Securities disposed back to the company under Rule 16b-3.
- F In-kind (tax)
- Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
- I Discretionary
- Discretionary transaction under an employee plan — Rule 16b-3(f).
- M Option exercise
- Exercise or conversion of a derivative (option/RSU) into shares — exempt.
- C Conversion
- Conversion of a derivative security into the underlying shares.
- E Short expiration
- Expiration of a short derivative position.
- H Long expiration
- Expiration or cancellation of a long derivative position with value received.
- O OTM exercise
- Exercise of an out-of-the-money derivative.
- X ITM exercise
- Exercise of an in-the-money or at-the-money derivative.
- G Gift
- Bona fide gift of securities.
- L Small acquisition
- Small acquisition under Rule 16a-6.
- W Inheritance
- Acquisition or disposition by will or the laws of descent.
- Z Voting trust
- Deposit into or withdrawal from a voting trust.
- J Other
- Other acquisition or disposition (explained in a Form 4 footnote).
- K Equity swap
- Transaction in an equity swap or similar instrument.
- U Tender / buyout
- Disposition via tender of shares in a change-of-control transaction.
Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-07-18 | Renno Rafael | F-InKind | 272.00 | $301.01 | $81,875 |
| 2026-07-17 | Tyagarajan N. V. | P-Purchase | 500.00 | $299.63 | $149,815 |
| 2026-07-15 | Schick Gary K. | S-Sale | 2.00 | $330.00 | $660 |
| 2026-07-15 | Schick Gary K. | S-Sale | 66.00 | $322.06 | $21,256 |
| 2026-07-15 | Schick Gary K. | S-Sale | 76.00 | $325.81 | $24,762 |
| 2026-07-15 | Schick Gary K. | S-Sale | 89.00 | $316.45 | $28,164 |
| 2026-07-15 | Schick Gary K. | S-Sale | 115.00 | $315.05 | $36,231 |
| 2026-07-15 | Schick Gary K. | S-Sale | 135.00 | $319.11 | $43,080 |
| 2026-07-15 | Schick Gary K. | S-Sale | 209.00 | $317.88 | $66,437 |
| 2026-07-15 | Schick Gary K. | S-Sale | 232.00 | $320.59 | $74,377 |
| 2026-07-06 | Crowley Matthew | S-Sale | 94.00 | $345.00 | $32,430 |
Industry Benchmarks
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
Narrative Economics
market-narrative step).
Claude Reading
ai-findings step) when a report is run on this ticker.
GPT Reading
gpt-critique step) after the other Big-3 seats, when a
report is run on this ticker.
Grok Reading
grok-critique step) alongside the other Big-3 seats, when a
report is run on this ticker.